PPSG
Princeton Portfolio Strategies Group’s Gen Digital GEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-50,805
| Closed | -$1.17M | – | 151 |
|
|
2019
Q1 | $1.17M | Buy |
50,805
+7,690
| +18% | +$177K | 0.31% | 79 |
|
|
2018
Q4 | $815K | Sell |
43,115
-11,565
| -21% | -$219K | 0.25% | 87 |
|
|
2018
Q3 | $1.16M | Buy |
54,680
+18,620
| +52% | +$396K | 0.3% | 83 |
|
|
2018
Q2 | $745K | Sell |
36,060
-6,800
| -16% | -$140K | 0.22% | 98 |
|
|
2018
Q1 | $1.11M | Buy |
42,860
+7,640
| +22% | +$198K | 0.31% | 85 |
|
|
2017
Q4 | $988K | Buy |
+35,220
| New | +$988K | 0.27% | 93 |
|